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Intelli Messaging + Microsoft Dynamics 365 CRM

Insert or update Intelli Messaging contacts for new contacts in Microsoft Dynamics 365 CRM

Data entry is imperative to execute your marketing strategies - make it easier by automating it. When a new contact is created in Microsoft Dynamics 365 CRM, it is automatically transferred to the contact list in Intelli Messaging using this easy integration. This contact can be added to your contact list on Intelli Messaging and can be used to create SMS Campaigns, send Bulk SMS or create a scheduled SMS campaign. You won't have to manually create contacts again.

Data entry is imperative to execute your marketing strategies - make it easier by automating it. When a new contact is created in Microsoft Dynamics 365 CRM, it is automatically transferred to the contact list in Intelli Messaging using this easy integration. This contact can be added to your contact list on Intelli Messaging and can be used to create SMS Campaigns, send Bulk SMS or create a scheduled SMS campaign. You won't have to manually create contacts again.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Intelli MessagingIntelli Messaging
    Insert or Update a Contact Record

    This action Creates or Updates a Contact Record. This can be used to transfer contacts from your favourite Application to Intelli Messaging. You can use this action to schedule SMS for such as Anniversary or Birthdays. The key for the contact record is the IntegrationId which is mapped to Others systems ContactId. If a record exists it is updated - if not it is created

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
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About Intelli Messaging

Intelli Messaging lets you send SMS Messages worldwide.

Related categories

  • Phone & SMS
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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